RIF and Restructuring Savings Planner
Size the reduction before you make it. The severance bill, the full one-time cost, the ongoing savings, and the payback period, with every assumption on the surface.
Previews are taken from the deliverable itself.
HR document kit
RIF / Restructure Planning Kit
Plan and run a workforce reduction you can stand behind. A defensible selection, the right notice, a respectful exit, and clear lines for when to bring in counsel.
$129
- Editable operating files, not a subscription
- Immediate access through the secure TrueStep HR store
- Built and reviewed under the published TrueStep HR standard
Digital products carry a 30-day money-back guarantee. General HR information, not legal advice.
Need it working, not sitting in Downloads?
Add a one-hour setup session · $149
Bring the purchased tool and your live situation. A TrueStep HR practitioner helps you set the inputs, make the first decisions, and leave with a usable next step.
See the Setup Session →What this closes
A practical system that moves the decision into real work.
Write down your business reason and decisional unit before you score a single position. Everything defensible about a reduction starts there.
DecisionPlan a reduction
IndustryCross-industry
Files6 PDF guides, 1 Word document, 1 Excel workbook
ReviewBuilt to the published release checks; sources and change notes sit beside the catalog.
What is inside
Every file in the download, by name.
Taken from the kit’s own Start Here guide, so what you see here is what you open after checkout.
PDF · readRIF and Restructure Planning Field Guide: whether a reduction is the right call, what a defensible one looks like, how the four-fifths rule works, the WARN and OWBPA basics, and how to deliver the decision and steady the team that stays (PDF to read)
PDF · readRIF and Restructure Planning Templates: a business case memo, a selection-criteria worksheet, an adverse-impact summary, a manager notification script, a WARN and OWBPA planning checklist, and a separation checklist (Word to edit)
Excel · useRIF and Restructure Planning Workbook: a selection scorer, a four-fifths adverse-impact review, a WARN screen with a 60-day notice count-back, an OWBPA group-disclosure builder, a separation tracker, and definitions (Excel to use)
PDF · readQuick Reference: the whole workbook on one page: what each tab is for, what you enter, and how to read the result (file 1).
PDF · keepTrueStep HR Product License: what you may and may not do with the files you purchased (file 4).
PDF · readUsing This Workbook in Google Sheets: how to upload the file to Google Sheets and exactly what to check afterward (file 5).
FileEditable Word versions: RIF and Restructure Planning Templates (file 8). Open these in Word to change the wording for your own company before you use them.
How to use it
Your first 15 minutes
Step 1 is the RIF and Restructure Planning Field Guide, file 7. Work down from there, and by step 5 you track each separation to a clean close.
Read the Field Guide first. It frames whether a reduction is the answer, what a defensible one looks like, and where the legal weight sits.
Set your business reason and decisional unit, then score positions on the Workbook’s Selection Scorer. Choose your criteria before any names go in. Check for adverse impact.
Run your selections through the Adverse-Impact Review by age, sex, and race or ethnicity, and slow down on any group kept at a lower rate. Map timing and paperwork.
Use the WARN Screen and Timeline, the OWBPA Group Disclosure if you are releasing anyone 40 or older, and the templates for the business case, the notification script, and the separation checklist.
Track each separation to a clean close. Use the Separation Tracker for notice, the release, the revocation window, and final pay. A release is not final until the revocation period passes.
Before you buy
Clear answers to the practical questions.
The point of a product page is to let you judge the work before checkout.
What exactly do I receive?
6 PDF guides, 1 Word document, 1 Excel workbook, each one named in the What is inside section above. The purchase is a download, not a subscription, and the files are yours to keep.
Are these the real screenshots?
Yes. The preview images on this page are taken from the current deliverable, so you can judge the structure and writing before buying.
Can I use the files in my business?
The files are designed to be edited for your own internal operations. Review the included license and have legal counsel check decisions that require jurisdiction-specific advice.
What if I need help applying it?
Use the $149 Setup Session for one hour of implementation help on this tool. TrueStep HR does not offer broader consulting engagements. For a legal question, use qualified counsel.
Extend the system
Build on this decision.
These products address the next connected step in the same situation, operating method, or industry.
WARN Act Compliance Toolkit
Get WARN counting right the first time. The toolkit runs every window and reads every test as an exposure flag that routes to counsel. It drafts the notices, and never a clearance.
Severance Planning Calculator
Plan severance for a whole reduction in one file. Set your weeks-per-year policy once and list everyone affected. The workbook totals each package and the cost across the group, with accrued time off, benefits, and outplacement on top.